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Siemens Energy AG/ADR hedge fund holdings

SMERYOTC
$32.60-0.17 (-0.52% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SMERY · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+30.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q1 2026160$20.1M$017May 15, 2026
Q2 2026124$9.92M$14.8M19Aug 14, 2026

Quarterly action breakdown

Q2 2026
19 filers
New position
5
$8.91M+233K sh
Increased
7
$1.01M+26.6K sh
Reduced
1
-$2.72M-71.3K sh
Out / sold
3
-$12.1M-316K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Bessemer Group IncSell 100%-$9.98M$00.00%Aug 12, 2026
Zevin Asset Management LLCNew Buy+$6.52M$6.52M0.92%Aug 6, 2026
L & S Advisors IncReduce 54.55%-$2.72M$2.27M0.23%Aug 12, 2026
Scopus Asset Management, L.P.New Buy+$1.91M$1.91M0.03%Aug 14, 2026
Hallstatt Advisors L.P.Sell 100%-$359K$00.00%Aug 4, 2026
Diversified Trust CoNew Buy+$222K$222K0.00%Jul 17, 2026
Cascades Capital Asset Management, LLCAdded 53.85%+$133K$381K0.14%Aug 14, 2026
Bank of MarinAdded 26.37%+$94K$451K0.31%Aug 13, 2026
Financial Gravity Companies, Inc.New Buy+$58K$58K0.01%Aug 5, 2026
First Command Advisory Services, Inc.Added 293.33%+$36.9K$49.5K0.00%Aug 10, 2026
Lanark Financial, Inc.Sell 100%-$34.7K$00.00%Jul 21, 2026
Salomon & Ludwin, LLCAdded 54.18%+$32.2K$91.7K0.01%Aug 7, 2026
Gleason Group, Inc.New Buy+$3.98K$3.98K0.00%Jul 13, 2026

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